What are the responsibilities and job description for the Universal Banker position at Truist?
Company Description Truist Financial Corporation is a purpose-driven financial services company focused on inspiring and building better lives and stronger communities. Headquartered in Charlotte, North Carolina, Truist holds leading market share in many high-growth U.S. markets. The company provides a wide range of products and services, including consumer and small business banking, commercial and corporate banking, investment banking and capital markets, wealth management, payments, and specialized lending. As a top-10 commercial bank, Truist emphasizes responsible banking, community impact, and client-centered service. Truist Bank is a Member FDIC and an Equal Housing Lender.
Role Description The Universal Banker role at Truist is a full-time, on-site position based in Sarasota, FL. This role involves serving clients by opening and servicing deposit accounts, assisting with basic lending needs, and performing accurate cash handling transactions at the teller line. The Universal Banker will engage with clients to understand their financial goals, provide tailored product and service recommendations, and resolve inquiries in a timely and professional manner. Daily responsibilities include processing deposits and withdrawals, handling payments, educating clients on digital banking tools, and supporting branch sales and service initiatives. The role also requires collaboration with teammates to ensure operational excellence, compliance with bank policies, and a positive client experience.
Qualifications
- Strong client-facing skills in customer service and communication to build trust, address needs, and provide clear guidance.
- Proficiency in core banking functions including deposits and cash handling, with attention to accuracy and security.
- Basic knowledge of loans and related banking products, with the ability to identify client needs and refer or assist appropriately.
- Comfort using branch technology and digital banking tools, with the ability to help clients adopt and use these services.
- Prior experience in retail banking, financial services, or a cash-intensive customer service role is preferred.
- Ability to work on-site, adhere to scheduled hours, and collaborate effectively in a branch team environment.
- High school diploma or equivalent required; additional coursework or certification in finance, business, or related fields is beneficial.
- Commitment to ethical conduct, compliance with regulatory requirements, and support for Truist’s purpose-driven culture.